It’s never too late to take control of your finances and plan for your financial future. There are many topics to be mindful of – some are more complex than others but all of them are important. The sooner you can learn about these topics, and strategies associated with each, the more time you will have to implement plans and build the future that you want.
- Planning for Retirement
- Investment Basics
- Budgeting & Credit Tips
- Types of Insurance
- Saving for College
- Basic Estate Planning
Meet the Financial Planners from Stacey Braun Associates
Gerry McGahran
IRS Enrolled Agent
Certified Financial Planner™
Paul Kiley
Masters in Taxation
IRS Enrolled Agent
Certified Financial Planner™
David Bonington
Masters in Finance
Certified Financial Planner™
Stacey Braun Associates is the provider of the East Williston Teachers Association Benefit Fund financial counseling program. Meetings with planners are strictly confidential and the cost of the program is covered by the East Williston Teachers Association Benefit Fund.